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 More agenda and session details will be updated here as more sessions, speakers and panelists are confirmed. Stay tuned! 

Attendees will gain a deeper understanding of the rapid changes reshaping our industry, and leave armed with critical strategies and tools needed to lead an organization into the future.

We’re excited to bring client leaders and industry experts together as speakers and panelists for this year’s event focus on navigating the change imperative ahead. Join us to learn what actions credit unions can take to grow and thrive in the new financial ecosystem.

Pre-event October 11, 2022

4 pm - 8 pm

Registration is open!

6 pm - 8 pm

Welcome Reception at "The Roof" at Fairmont Hotel Vancouver

Sponsored by CGI

 

Day One October 12, 2022

7:30 am - 8:20 am

Breakfast

Sponsored by NewGround

Session 1:
Welcome to Momentum Summit & Opening Remarks

Sheila Vokey, President & CEO, Central 1

Session 2:
Keynote: Futurist Nikolas Badminton

FACING OUR FUTURES - looking to 2032 and beyond

The way we see the world, our industrial complex and how we work has changed forever. The next decade will see incredible shifts for us all and a collective effort will need to address the biggest challenges in the world - globalization, supply chains, climate change, renewable energy, finance and wealth management, digital readiness, data science and automation, ESG, and more.

Nikolas Badminton will show you how to explore futures, shift your mindset from what is to WHAT IF and see the big ideas and innovative thinking that will change the world. 

10:15 am - 10:45am

Refreshments sponsored by MNP LLP

Session 3:
Panel: Open Banking for Canada in the Real World, sponsored by EY

Global Experiences & Lessons for Canadian Credit Unions

Moderated by Derek Colfer, Vice President - Digital Product, Central 1

Panelists:
Kirsten Fraser, Department of Finance Canada
Lewis Poe, Caspian One
Brian Harris, Interior Savings
Mike Schilling, Community Savings

Sponsored by:
EY

12:00 pm - 12:50 pm

Lunch

Sponsored by Aviso

Session 4:
Bringing to Life Payments Modernization

A big picture thought leader discussion about what payments modernization will enable, the use cases it will support, and the learnings we have to leverage from other jurisdictions. This will be an inspirational discussion that helps us all understand not only the competitive advantage/innovation opportunities payments modernization will unlock, but also the good that it enables us to do.  

Moderator: Fred Cook, Chief Information Officer, BlueShore Financial
Jean Hope, Director, Banking Relations, BC Public Service 
Scott Robertson, Product Director, Payment Applications, Central 1

Session 5:
With recent business landscape shifts, are you ready to drive small business success?

Join us as Rob will break down the research from recent business data, share insights and define the differentiated digital experience that credit unions need to be successful when serving small business customers – all in the context of today's landscape post-Covid. 

Robert Grein, President, PMG Intelligence

Session 6:
Economics Forecast: Ripping Rates, Recession Risk and a Housing Downturn

Bryan Yu, Chief Economist, Central 1

Session 7:
Leveraging C1 Digital Products to Deliver Value

Get an in-depth look at the future of your digital experience today. Explore what Central 1’s digital products can do for you - and what's coming soon. This session will feature Forge Retail , Forge Small Business and Mobile App discussions to help you make decisions that deliver value for your members and customers. Meet the experts who know these products inside and out and come with your questions!

Andrew Chan, Product Director - Retail Banking, Central 1
Kevin Boyd, Director, Forge Business Suite, Central 1
James Crickmore-Thompson, Product Director - Mobile, Central 1

3:00 pm - 3:30 pm

Refreshments sponsored by Celero

Session 8:
Panel: Credit Unions on Open Banking Implementation

A panel of credit union leaders will discuss opportunities, real and perceived threats, and where more collaborative dialogue is needed.

5 pm - 7 pm

ASAPP Happy Hour

Sponsored by ASAPP OXP

Day Two October 13, 2022

7:30 am - 8:20 am

Breakfast

Session 9:
Deloitte on the Future of Finance

Deloitte leaders in Commercial banking, AML and financial fraud, wealth management & asset mgmt. and payments will have a facilitated discussion on trends and challenges impacting these areas. 

 This stacked panel features perspectives from four experts at Deloitte. 

Moderator: Manish Bharadwaj, Partner - Consulting

- Livia Lau, Partner, Consulting Systems Engineering | Financial Services 
- Ketan Bhole, Partner, Commercial Banking
- Meghan Walker, Senior Manager, Financial Services Transformation and Future of Advice Leader
- Becky Marvell, Senior Manager, Financial Crime

Session 10:
Managing Fraud Through Customer-focused Payments Delivery

What can Canada learn from other jurisdictions that already have a real-time payment system, and what steps can you take today to continue to protect your financial institution and members?

Rachel Jolicoeur, Director, Fraud Client Engagement, Fraud Mitigation & Strategy, Interac
- Todd Racque, Featurespace
Ron Kaine, Product Director, Enterprise Fraud Management, Central 1​​​​​​​

Session 11:
Understanding Canada’s Interest Rate Benchmark Reform

 Join us for an engaging discussion with CARR Co-Chairs Harri Vikstedt and Karl Wildi as they drive awareness to the reform work underway and guide us through the transition roadmap for an alternative to the Canadian Dollar Offered Rate (CDOR)

Speakers: 
- Harri Vikstedt, Senior Policy Director Financial Markets, Bank of Canada
Brent Clode, Chief Investment Officer, Central 1

10:30 am - 11:00 am

Refreshments sponsored by Landcor

Session 12:
Panel: Unlocking the Power of Payments Data, sponsored by Fiserv

Sponsored by Fiserv

Moderator: Chris MacDonald, Central 1
Ron Renton, FirstOntario Credit Union
Nancy McNeill, Coast Capital Savings
Dean Gagne, Innovation Credit Union

12:00 pm - 12:50 pm

Lunch

Sponsored by CUMIS

Session 13:
IFRS 9, Expected Credit Loss (ECL) and Accounting for Climate Change

Speakers:
- Katerina Kindyni, National ESR Risk Leader, Financial Services Risk Management (FSRM) Ernst & Young,
- Alan Chow, Business Economist, Central 1
- Karen Wong, Senior Product Manager - IFRS 9, Central 1

Session 14:
Managing Digital Threats in 2023 and Beyond

Speaker: Priya Mouli, Director, Cybersecurity & Privacy, PwC LLP

Session 15:
Preparing for Blockchain's Increasing Role in Financial Services

Speaker: Chad Davison, Director, Client Solutions Consulting - Fintech, Fiserv

Session 16:
Perspectives Panel: the Power of Collaboration

Cooperation amongst cooperatives in action. Hear from credit union leaders from coast to coast on how the spirit of collaboration is building a strong credit card program for the credit union system. 


Sundar Ramanathan, First West CU
Dave Schurman, First Ontario CU
Matt Senechal, Motor City Community CU
Ken Shea, East Coast CU

3:00 pm - 3:30 pm

Refreshments sponsored by CUES

Session 17:
Panel: Leading Credit Unions into the Future

A leader panel discussing how their organizations see the future of the industry and what they are planning, doing – or changing – to be future-ready. 

Moderator: Sheila Vokey, President & CEO, Central 1
Dan Johnson, CEO, Innovation CU
Chris Inniss, CEO, Mainstreet CU
Carrie Forbes, CEO, LeagueData 
Jeff Shewfelt, Co-CEO, G&F Financial 

Day Three October 14, 2022

8 am

Breakfast opens

Session 18:
Breakfast Keynote from Miklos Dietz of McKinsey: it’s time to pivot – how credit unions can and have to reinvent their business models

What’s next for credit unions? Insights for Canadian credit union success into the future.

Speaker: Miklós Gábor Dietz, Partner, McKinsey & Company

Session 19:
Treasury Education Session: Funding and Liquidity

Special extended two-hour breakout session on finance and treasury topics.

Session 20:
Lift Off & Landing of a Change Readiness Program in 12 Months

Make change a compelling not a comprehensive experience! An effective change readiness program is essential for maximizing value creation of almost any change underway in our organizations. The mistake made by many organizations undertaking change programs is to try to build an 'exhaustive' rather than an 'essential' approach. This fast-paced session will share how Central 1 delivered a change-readiness program in 12-months, including tools, techniques, roles, cost estimates, challenges, and hopefully disrupt your thinking on how change programs can be relevant in organizations of any size.

Speaker: Lee Anne Davies, Director, Strategic Change Enablement, Central 1

Session 21:
Grow Your Membership by Leveraging Your ESG Value Proposition
Session 22:
Deliver Value with Central 1 Digital Products & Solutions

Discover Central 1 products, and meet the experts on the Central 1 digital team on Forge Community, Forge Commercial, and CyberSecurity. We'll explore the benefits you can bring to your members and customers now – and make plans for the future – through leveraging the best possible digital solutions. Bring your questions!

Robert Hayman,  Head of Emerging Digital Initiatives, Central 1
Ryan Poyntz, Business Development Manager | Fintech, Central 1
Kevin Boyd, Director, Forge Business Suite, Central 1
Bart Venlet, Product Director, MemberDirect & Cybersecurity, Central 1

Session 23:
Ask the Experts: Payments Modernization
11:30 am

Close of Momentum 2022

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